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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,498 |
CHATTANOOGA SEATING SYSTEMS1+ years Service code 49 · EIN 27-0625750 | Other Services | $12,992 |
ERISA SERVICES, INC.1+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $11,344 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $372 |
LPL FINANCIAL1+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,626 | $65,378-89.9% | $87,103-92.4% | $65,186-89.8% |
| Participation rate | 95.1% | 75.3%+19.8pp | 76.9%+18.2pp | 70.2%+24.9pp |
| Annual return | 22.97% | 31.28%-8.3pp | 28.19%-5.2pp | 29.39%-6.4pp |
| Employer contribution / active EE | $1,145 | $1,823-37.2% | $2,521-54.6% | $2,177-47.4% |
| Participant deferral / active EE | $2,283 | $3,389-32.6% | $4,049-43.6% | $3,514-35.0% |
| Admin fee / account holder | $77 | $520-85.1% | $7,491-99.0% | $847-90.9% |